See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,384 |
Filed as: WILBANKS, SMITH & THOMAS Service code 27 · EIN 54-2005153 | Advisory (Plan) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,720 | $42,353-18.0% | $79,550-56.4% | $64,808-46.4% |
| Participation rate | 79.2% | 64.8%+14.5pp | 69.5%+9.7pp | 71.5%+7.8pp |
| Annual return | -14.26% | -12.24%-2.0pp | 0.16%-14.4pp | 32.82%-47.1pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,118 | $3,170-1.6% | $3,985-21.8% | $4,310-27.7% |
| Admin fee / account holder | $233 | $160+46.2% | $6,832-96.6% | $188+24.3% |